Most people believe that retirement planning consists of a three-pronged approach: 1) accumulating assets early in your career while young enough to withstand stock market corrections; 2) protecting those assets as you get older by adopting a more conservative...

Will allegiance to your “tribe” limit your choices and keep you in doubt about your future financial picture? We are all steeped in the thinking and beliefs of our families, friends, and confidants. We tend to live within the limits of what is approved by the groups...

The greatest reason annuities are misunderstood by the public is the media’s perpetual distribution of inaccurate information. Misinformation about fees, commissions and surrender charges is rampant, even in respected publications. So, before you decide to buy, or...

Do you agree with Seth Godin’s comment in his recent blog? He said: “Perhaps the biggest cultural change of my lifetime has been the growing influence and ubiquity of commercial media in our lives.” The pervasive and all-present media requires us to sift through the...

When you think about your retirement, does it conjure up images of spending more time with your family and doing the things you love? (It should!) Most of our clients have a pretty clear idea of what they want their retirement to look like, but that vision is often...

About Bill Borton and Team

Bill and his team develop individually tailored solutions in alignment with each client's financial, tax and estate planning advisors to transfer risk using a wide range of available insurance products.

Testimonials

Bill is a highly ethical and caring individual who goes out of his way to help people he encounters. I highly recommend him as an outstanding business professional.

Bill puts people at ease and he understands that business is about building relationships.

Bill is often referred to as bright, intelligent or even brilliant. While he can be considered expert in his primary discipline, he is also knowledgeable about a wide range of things.